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Discipline GDS Enablement Services – Growth & Innovation
Role title CRM Specialist – Supervising Associate
Position Summary:
The CRM Specialist (Supervising Associate) will own CRM opportunity tracking across Quantum/Physical AI/Other initiatives within EY’s Next Frontier workstream. The role will drive pipeline visibility, weekly reporting, conversion analysis and data accuracy to support strategic decisions and revenue growth.
The role requires strong working knowledge of EY CRM and sales processes, advanced Excel skills, and the ability to translate pipeline data into clear insights for leadership and workstream teams. Experience generating reports using AI tools is preferred; Power BI is not required.
Key responsibilities
• Manage CRM opportunity tracking across Quantum/Physical/Other AI initiatives.
• Maintain accurate pipeline data, chance status and ownership details.
• Produce weekly CRM pipeline reports for leadership and workstream teams.
• Analyse conversion from opportunity creation to closed sales.
• Identify pipeline trends, risks, gaps and follow-up actions.
• Reconcile CRM data with workstream inputs and sales updates.
• Support revenue visibility by tracking progression, ageing and close probability.
• Prepare clear summaries, dashboards or Excel views for decision-making.
• Partner with sales, operations and initiative leads to improve data quality.
• Use AI tools to speed up report generation and insight development.
CRM Opportunity Tracking:
• Track opportunities across Quantum and Physical AI workstreams.
• Maintain opportunity stage, value, probability and close date accu
📌 Next Frontier CRM Specialist (India)
🏢 EY
📍 India